Mirae Asset Global Investments Co. Ltd. Buys 28,060 Shares of Mastercard Incorporated $MA

Mirae Asset Global Investments Co. Ltd. boosted its stake in Mastercard Incorporated (NYSE:MA) by 13.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 234,829 shares of the credit services provider’s stock after buying an additional 28,060 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Mastercard were worth $120,608,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of MA. Robinswood Financial LLC bought a new position in Mastercard during the 1st quarter valued at about $25,000. E Fund Management Hong Kong Co. Ltd. grew its stake in Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after buying an additional 41 shares during the last quarter. Strive Financial Group LLC acquired a new stake in shares of Mastercard during the fourth quarter worth approximately $27,000. Hyposwiss Advisors SA acquired a new stake in shares of Mastercard during the fourth quarter worth approximately $29,000. Finally, First Pacific Financial boosted its holdings in shares of Mastercard by 113.8% in the 1st quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 33 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Stock Performance

Shares of MA stock opened at $569.05 on Friday. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company’s fifty day simple moving average is $530.35 and its 200-day simple moving average is $516.55. The firm has a market cap of $498.49 billion, a PE ratio of 31.30, a P/E/G ratio of 1.71 and a beta of 0.72. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 3.96.

Mastercard (NYSE:MA) last released its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. The business had revenue of $9.28 billion during the quarter, compared to the consensus estimate of $9.08 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The firm’s revenue for the quarter was up 14.1% compared to the same quarter last year. During the same quarter last year, the firm earned $4.15 earnings per share. Equities research analysts expect that Mastercard Incorporated will post 19.84 EPS for the current fiscal year.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Shareholders of record on Thursday, July 9th were paid a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Thursday, July 9th. Mastercard’s dividend payout ratio (DPR) is currently 19.14%.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Bill Ackman’s investment adds credibility: Pershing Square disclosed a new Mastercard position as part of its largest portfolio overhaul in years. Ackman’s stated focus on long-term earnings growth and Mastercard’s potential in agentic commerce is providing a positive sentiment catalyst. Reuters article
• Positive Sentiment: Stablecoin expansion creates a new growth opportunity: Mastercard is making a major push into digital dollars and euros, positioning its network and services to benefit as stablecoins gain wider use in payments. This could expand transaction volumes and value-added services, although execution and regulatory risks remain. Motley Fool article
• Positive Sentiment: Digital-payments expansion in Africa: Mastercard and TeamApt announced a strategic collaboration to broaden digital payments across Africa, opening a potentially large market for payment acceptance and financial services. Mastercard and TeamApt article
• Positive Sentiment: Most Zacks Research revisions were favorable: FY2026 EPS estimates increased to $19.72 from $19.40, while FY2027 and FY2028 estimates rose to $22.34 and $25.74, respectively. Estimates for the first three quarters of fiscal 2027 were also raised, reinforcing expectations for continued earnings growth.
• Neutral Sentiment: An analyst described Mastercard as a rare growth-at-a-reasonable-price opportunity, citing double-digit revenue growth, strong margins, cybersecurity services and resilient consumer spending. However, the shares still trade at a premium valuation, making continued execution important. Seeking Alpha article
• Negative Sentiment: Zacks lowered its Q4 2026 EPS estimate to $4.99 from $5.01 and Q4 2027 EPS to $5.92 from $6.27. These modest cuts introduce some near-term caution despite the higher full-year forecasts.

Analyst Ratings Changes

A number of research firms have commented on MA. Truist Financial boosted their price objective on Mastercard from $554.00 to $633.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Keefe, Bruyette & Woods raised their price objective on shares of Mastercard from $665.00 to $685.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Cantor Fitzgerald boosted their target price on Mastercard from $650.00 to $695.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Raymond James Financial restated an “outperform” rating and issued a $632.00 price objective on shares of Mastercard in a research report on Friday, July 31st. Finally, UBS Group raised their target price on shares of Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Five research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $661.93.

Insider Activity

In other news, CEO Michael Miebach sold 16,628 shares of the company’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $567.68, for a total transaction of $9,439,383.04. Following the sale, the chief executive officer owned 115,921 shares in the company, valued at $65,806,033.28. This represents a 12.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandra A. Arkell sold 200 shares of the stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $540.00, for a total value of $108,000.00. Following the completion of the sale, the insider directly owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. The trade was a 5.68% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 62,913 shares of company stock worth $35,769,036. Corporate insiders own 0.09% of the company’s stock.

About Mastercard

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses in more than 200 countries and territories. The company facilitates electronic payments and transaction processing for credit, debit and prepaid card products carrying the Mastercard brand, while also providing a range of payment-related services to issuers, acquirers and merchants. Its technology and network enable authorization, clearing and settlement of payments and support a broad set of use cases including point-of-sale, e-commerce and mobile payments.

Beyond core transaction processing, Mastercard offers a suite of value-added services such as fraud and risk management, identity and authentication tools, tokenization and digital wallet support, cross-border and commercial payment solutions, and data analytics and consulting services for merchants and financial partners.